Gaviti

JULY 30, 2025

Aging Buckets Report The A/R aging report remains the cornerstone of receivables management, categorizing outstanding invoices by age brackets (typically 0-30, 31-60, 61-90, and 90+ days). These proactive measures enable early intervention and prevent minor issues from becoming major problems that impact cash flow and customer relationships.

Account Receivables

oAppsNet

OCTOBER 29, 2024

Cash application is the process of matching incoming payments to the correct customer accounts and invoices. When done efficiently, this process ensures accurate records, smooth cash flow, and excellent customer service. Efficiency : Automatically match most payments to invoices without manual intervention.

Data Entry

Nanonets

APRIL 24, 2025

This included capturing information from different document types, such as estimates, invoices, registration certificates, driving licenses, and more. The team began by tackling the most critical documents in the claims process: estimates, invoices, and pre-invoices. Remember that these documents are issued by different sources.

Data Entry

oAppsNet

NOVEMBER 26, 2024

If the merchant chooses to challenge the chargeback, they must provide compelling evidence to demonstrate that the transaction was valid and that the customer’s claim is unwarranted. Compelling evidence may include proof of delivery, communication with the customer, invoices, receipts, and product descriptions.

Invoicing

Remote Quality Bookkeeping

MAY 15, 2025

Owners often juggle every role, from customer service to CEO. For example, many platforms allow you to upload documents in bulk or sync directly with your bank and vendors rather than entering bills or invoices one at a time. As of 2024, there are approximately 34.8 million small businesses nationwide, making up 99.9%

Small Business Bookkeeping

Gaviti

MARCH 24, 2025

View The Product Tour The Hidden Power of Finance in Customer Retention Finance teams, often perceived as solely focused on numbers, wield significant influence over customer relationships. Their role extends beyond invoicing and collections; they are instrumental in creating a positive customer experience.

Accounts Receivable

Invoicera

JANUARY 12, 2025

These errors pose a high risk of a dispute, either overbilling or underbilling; this could put a strain on client relationships and erode their confidence in your services. 2: Crushing Administrative Burden From time logs to invoice calculations, traditional systems were mostly elaborated with manual effort.

Billing

Invoicera

JANUARY 22, 2025

This substantial growth reflects businesses’ growing recognition that automated systems reduce errors, eliminate delays, and enhance customer experience. Automated recurring billing is defined as a payment procedure in which a business will automatically charge a customer periodically, such as for services or products.

Billing

Nanonets

NOVEMBER 10, 2024

ABBYY Content IQ No Enterprise Enterprise Invoice extraction 4.1 Airparser Airparser invoice data extraction | Source Airparser is a GPT-powered data extraction tool that turns complex documents into structured data. Intelligent field detection for invoices and financial documents 3. Key features: 1. Support for 40+ languages 6.

Invoicing

Gaviti

FEBRUARY 2, 2025

The Connection Between the Operating Cycle and AR Managing full cycle accounts receivable effectively means more than just sending invoices and waiting for payments. It involves: Clear communication with customers. Leveraging technology to streamline invoicing and payment processes. Clear communication with customers.

Account Receivables

Nanonets

NOVEMBER 14, 2024

How to Create a Saved Search Creating a Saved Search in NetSuite is a straightforward process: Choose Your Record Type : Go to Reports > Saved Searches > All Saved Searches > New and pick the record type for the search, like Sales Orders or Customers. Criteria : Customer name, transaction type (e.g.,

Billing

Invoicera

FEBRUARY 14, 2025

Finding yourself asking, like many others, “What’s the best invoicing software for independent contractors?” We will start by explaining how invoicing software can benefit contracting companies and what it entails for the construction industry. Why Do Contractors Need Smart Invoicing Solutions?

Invoicing

Nanonets

NOVEMBER 13, 2024

  Nanonets process complex unstructured documents such as invoices , receipts, purchase orders , contracts, claims, and forms , converting them into structured output quickly and efficiently. Customer Service (out of 10) 9.1 Automates invoice processing to streamline accounts payable and speed up cycles.

Customer Service

Counto

MARCH 23, 2025

What Are the Different Types of Accounting Services for SMEs in Singapore? As a small business owner in Singapore, managing your companys finances can be challenging especially when your time is stretched thin across operations, sales, and customer service.

Bank Reconciliation

Nanonets

OCTOBER 28, 2024

Invoice Matching : The REST API enables AP automation tools to match vendor invoices with POs based on custom rules. For instance, only matched invoices that fulfill 3-way matching criteria (PO, invoice, and receipt) are forwarded for payment approval.

Purchase Order

Counto

MAY 19, 2025

This typically includes: Customer service and fulfilment Payroll and employee support Accounting and invoicing Compliance filings (e.g. Identify Your Critical Functions Start by mapping what absolutely must keep running for your business to survive. This helps you prioritise where to build resilience first.

Payroll

Counto

FEBRUARY 23, 2025

Maintain Accurate Records Having comprehensive records of all transactions, such as invoices, shipping details, and customer communications, can help you fight chargebacks. Offer Excellent Customer Service Resolving customer complaints quickly and effectively can prevent them from escalating into chargebacks.

Billing

Remote Quality Bookkeeping

AUGUST 5, 2025

Late payments and unpaid invoices can increase financial stress when income slows. A customized chart of accounts enables more precise tracking of seasonal revenue and costs. Organized systems for invoicing, banking, and digital record-keeping ensure that financial data remains accurate and easily accessible throughout the year.

Bookkeeping

CapActix

JUNE 12, 2025

These enable transaction syncing, invoice management, expense handling, and report generation, all gliding smoothly. Why Smart Business Owners Rely on Online Bookkeeping Services for Sustainable Growth Real-Time Visibility Drives Better Business Decisions Better decisions are made if the numbers are up to date.

Bookkeeping Services

Nanonets

JULY 22, 2025

Studies show that 80%-90% of all enterprise data is unstructured - think of emails, PDFs, invoices, images, audio, etc. If an AI customer service agent is drawing answers from disorganized logs and unlabeled files, it will likely give wrong answers. This pervasive unstructured data is the real bottleneck.

Purchase Order

NextProcess

MARCH 20, 2025

For example, BPA for accounts payable handles invoice intake, matching invoices to POs, checking for discrepancies, and routing the invoices for payment, approval, or review. After implementation, we provide ongoing customer service support to help with any challenges that may come up.

Purchase Order

CapActix

MAY 8, 2025

For this kind of company, having full-time bookkeeper services near me provides a constant stream of information from department to department. Specialization : In-house bookkeeping enables more customized services, particularly in niche industries.

Bookkeeping Services

Xero

FEBRUARY 28, 2024

When available, Xero’s customers will be able to Just Ask Xero to complete tasks like generating an invoice, editing a quote or paying a bill, either in Xero or other commonly used apps and surfaces such as mobile, WhatsApp and email. The post How GenAI will shape the future for our customers appeared first on Xero Blog.

XERO

Xero

AUGUST 7, 2023

Xerocon Sydney is just weeks away on 23 and 24 August, and the ICC exhibitor floor will be full to the brim with some of the best and most loved apps, tools and services for accountants, bookkeepers and small businesses. Amazon Web Services Amazon Web Services offers scalability, security, and savings for businesses of any size.

XERO

Intuit

AUGUST 30, 2024

Account management: They manage accounts payable and receivable, process invoices, reconcile accounts, and ensure timely payments and collections. This involves strong data entry skills and a keen eye for detail. Software proficiency: Proficiency in bookkeeping software like QuickBooks is essential.

Bookkeeping

Xero

JULY 23, 2024

Running a small business can mean moving between being a general manager to a customer services contact, marketing lead and, in some cases, debt collector. With a Xero account that is “very, very busy”, having the two systems talk to each other reduces the burden of invoicing and chasing customers for payments.

XERO

Nanonets

JULY 14, 2023

This post is mostly going to focus on invoice OCR and invoice information extraction using OCR and deep learning. We will also touch upon what is wrong with the current state of invoice recognition OCR and information extraction in invoice processing. Want to automate invoice processing ? Why digitize invoices?

Invoice Processing

Xero

JUNE 17, 2024

Passion, experience, and expertise drives the team to deliver top-notch customer service and satisfaction. TGR’s employees do this by getting the job done efficiently and economically, and their high-quality service remains a vital part of TGR’s ongoing success and growth. Manual invoices were created and sent from Xero.

XERO

Intuit

SEPTEMBER 9, 2024

Managed accounts payable, processed invoices, and ensured timely vendor payments. Assisted with accounts receivable, sending invoices, and following up on outstanding accounts. For example, instead of saying “processed invoices,” say “processed an average of 200 invoices per day, reducing processing time by 15%.”

Bookkeeping

NextProcess

APRIL 28, 2023

Let’s think about the types of customer service you need to do in an accounts payable department. Usually if you’re answering customer service calls and emails, it’s because your vendors and suppliers want to check on the status of a payment or update their information. What if you could automate that?

Customer Service

Invoicera

DECEMBER 26, 2023

Introduction Do you know that having the right invoicing software can make a big difference for your business? That’s why it’s essential to pick the right invoicing software. What would make sending invoices and getting paid easier? What would make sending invoices and getting paid easier? That’s a lot!

Invoicing

Xero

SEPTEMBER 27, 2023

Invoicing, paying bills, reconciling transactions, or running payroll are but a few that spring to mind. For instance, if you’d like to offer a new marketing service to your customers or increase your online presence, you might put team members through digital marketing and SEO training.

XERO

Xero

OCTOBER 23, 2022

Get the invoice branding right and pick the right payment option , like Stripe or GoCardless, providing their customers with different online payment options. This not only helps our customers get paid faster, but also helps them look more professional. A lesson for us all to remember. .

XERO

Invoicera

MAY 6, 2024

Introduction Ever spent hours buried in spreadsheets, manually creating invoices and chasing down payments? A recent study found that 60% of contractors spend more than 5 hours per month on manual invoicing tasks. What if there was a way to automate your invoicing process , save time, and get paid faster?

Invoicing

NextProcess

JUNE 14, 2024

In the accounts payable department, the ideal invoice approval workflow should be seamless, efficient, and cost-effective. Manual data entry can slow down invoice intake. Verification is challenging if there isn’t an easy way to match invoices with POs. It streamlines invoice intake and handles document matching automatically.

Invoicing

Invoicera

JULY 1, 2024

Introduction Managing money well is crucial for a business, and this is where invoices are most helpful. An invoice is more than a charge; it’s formal documentation of a commercial deal in which both the payer and the payee agree. Every individual and organization must be aware of invoices and all associated concerns.

Invoicing

Nanonets

JULY 14, 2024

If you're looking to streamline your invoicing, you're making a smart move that could save your company time and money. Many businesses face challenges with invoice processing —from data entry errors to delayed payments. Modern invoice management tools automate much of the process. Let's get started.

Invoicing